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Philadelphia, Pennsylvania

Principal, Senior Financial Advisor
Augustine Repetto is a principal and senior financial advisor in the Mid-Atlantic Region with offices in Philadelphia, Blue Bell, Cherry Hill, and Princeton. He has worked extensively for high-net-worth families assisting them in both investment and tax planning for more than 18 years. Augustine founded Locust Capital Management, LLC in 2008. Locust Capital was a fee-only Registered Investment Advisor (RIA)...
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Principal, Senior Financial Advisor
William F. Casey, III is a principal and senior financial advisor in the HBKS® Philadelphia, Pennsylvania, office. His distinguished career includes senior management positions at some of the most respected global financial institutions, including GMAC, Merrill Lynch, Salomon Smith Barney, Union Bank of Switzerland and Mellon Bank. Bill has a technical background in global banking, asset and liability management, and...
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Principal, Senior Portfolio Manager
Chris Hines is a principal and senior portfolio manager in the HBKS Mid-Atlantic region. He works directly with HBKS clients to help them build wealth, plan for retirement and otherwise achieve their financial goals. He was named a firm partner in September 2020. Mr. Hines has extensive experience in capital markets and as a portfolio manager, trader, and investment analyst....
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Christopher Hines
Senior Financial Advisor
Andrew Purcell is a Senior Financial Advisor working in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Andrew co-founded Locust Capital Management where he spent nine years as a founding member. Prior to Locust Capital, he spent several years with RBS Citizens as a Commercial Banking Officer. Andrew also spent six years working in business development for a well...
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Senior Financial Advisor
Brian H. Welsh is a senior financial advisor in the Philadelphia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Brian comes from a long line of investment professionals beginning with his grandfather, Harry Welsh, and granduncle, John Murphy, who were partners at Lilley & Co & Reynolds & Co., respectively, in Philadelphia the 1940s. Brian began his career in the trading...
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Financial Advisor
Chris Nagel is a Financial Advisor in the Philadelphia office of HBKS. Prior to joining HBKS, Chris worked for BNY Mellon in Pittsburgh and Philadelphia as a Portfolio Analyst and a Senior Portfolio Analyst. As a financial advisor, Chris leverages his investment expertise to tailor advice to successful individuals and families looking to build their wealth and retire comfortably. Since...
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Financial Advisor
Rebekah M. LaCorte is a Financial Advisor in the Philadelphia, Pennsylvania office of HBKS Wealth Advisors (HBKS®). Rebekah began her financial services career when she joined Locust Capital Management in 2012 and joined HBKS in 2017 when Locust Capital Management merged into HBKS. Rebekah works directly with HBKS® clients, providing comprehensive financial planning, investment advisory services, retirement planning, insurance management...
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Financial Advisor
Candice Oakley is a Financial Advisor in the King of Prussia, Pennsylvania office of HBKS® Wealth Advisors (HBKS®). Candice started her career in 2014 as an analyst for Locust Capital Management and joined HBKS® in 2017 along with Locust Capital Management merger with the firm. She has built and developed an exemplary professional foundation and driven continuous improvement. Candice graduated...
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Client Support Specialist
Caroline DeMartino
Client Support Specialist